NBW Capital’s Dominion Energy, Inc. DCUC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-6,803
| Closed | -$325K | – | 75 |
|
2017
Q2 | $325K | Hold |
6,803
| – | – | 0.09% | 71 |
|
2017
Q1 | $342K | Sell |
6,803
-1,240
| -15% | -$62.3K | 0.1% | 68 |
|
2016
Q4 | $403K | Sell |
8,043
-332
| -4% | -$16.6K | 0.12% | 68 |
|
2016
Q3 | $417K | Buy |
8,375
+1,844
| +28% | +$91.8K | 0.12% | 70 |
|
2016
Q2 | $339K | Buy |
+6,531
| New | +$339K | 0.1% | 69 |
|